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Intel Corporation Message Board

  • wallisweaver wallisweaver Nov 24, 2012 6:40 PM Flag

    Haswell 20 percent of market in 2H 13

    Intel has accelerated its plans to transition to the next generation 22nm Haswell core.

    The current plans for desktop CPU transition state that in the first half of 2013 less than five percent of all Intel desktop processors shipped will have a Haswell core. Sandy Bridge E will remain fixed at its one to two percent, as it always was, while Ivy Bridge is destined to take some 75 percent of total processor shipped.

    [Consider the amazing Ivy Bridge-22nm ramp in comparison to the TSMC struggle with its 28nm ramp. And what will TSMC experience when moving to the significantly more complex and demanding 20nm ramp problems?]

    Ivy Bridge will decline to 60 to 65 percent while Haswell could occupy a massive 20 percent of market share in the second half of 2013. This is definitely a smaller ramp than with Ivy Bridge, that started with some less than five percent in first half of 2012, only to grow to 35 percent in second half of 2012.

    Haswell won’t be able to grow that fast, and we remain curious about the cause. It might be that Haswell will have an aggressive role on the mobile front as with its 10 W TDP possibility it might end up quite attractive.

    Sentiment: Strong Buy

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